FOCKX Mutual Fund

FOCKX Mutual Fund

NAV$27.22
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Returns Overview

1 Month
-6.47%
3 Months
+4.80%
6 Months
+17.01%
YTD
+18.92%
1 Year
+35.27%
3 Years (annualized)
+27.84%
5 Years (annualized)
+15.20%
10 Years (annualized)
+20.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOCKX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+18.92%
Peer Avg (YTD)
+6.23%
vs Peers
+12.69%

FOCKX Mutual Fund Performance

FOCKX performance across multiple time periods: 1-month -6.47%, YTD 18.92%, 1-year 35.27%, 3-year 27.84%, 5-year 15.20%, 10-year 20.87%.

FOCKX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

FOCKX vs another fund shows side-by-side returns. FOCKX alternatives are available in the Mutual Fund Screener.